ESTATE  PLANNING

A GOAL WITHOUT A PLAN
IS JUST A WISH

Estate planning is the process of planning an orderly, harmonious, and tax efficient transfer of wealth to future generations. We will work with your legal advisers to develop a strategy designed to provide for the fair and equitable distribution of your wealth to your family and charitable interests based on your desires.  Estate planning also strives to provide a simplified administration process and a lower overall level of taxation. This provides the potential for a greater amount of your current estate to be available to use and distribute as you desire during your lifetime. An effective estate strategy should also spell out your healthcare wishes and ensure that they are carried out – even if you are unable to communicate.

 Estate planning is essential if you plan on leaving or receiving an  inheritance in the future. Contact us to schedule your complimentary, no obligation consultation.